Highrise Software

Highrise is a CRM solution for small businesses with contact and task management functionality. The software allows users to track communication with clients so that teams can view the status of deals and relationships. Contacts can be imported into Highrise from Outlook, Gmail, and Excel and tagged so that they can be organized, filtered, and searched. Users can also add notes and comments to contact details and utilize custom data fields for people and companies.

Highrise provides a feature called “Good Morning,” which is a virtual personal assistant that helps users organize and respond to incoming activity that needs attention. The software connects to MailChimp so that users can target and send email marketing campaigns to contacts. The software also integrates with other third party tools via API.

Highrise packs a lot of power for a great price

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It's not sales force, but as a CRM tool it's got to be one of the better priced options considering the features.

Pros

I love Highrise. It offers great tagging with the ability to filter companies by tag and include employees of those companies (so you don't have to tag all employees). You can use it for broadcast email, although the bounce and spam rates are pretty tight to know you off the system. It will auto record all emails sent to clients using a BCC to highrise feature so you can store all interactions and make them available across all employees. You can add custom fields as well for mail merge. The desktop UX is great. The mobile UX is OK. The mobile apps are getting better. That's the main thing I like, they announce new features and functions routinely and it's getting better all the time.

Cons

I noticed that the broadcast email bounce signals were too tight the first time I used it. I sent something out to all my clients, but I work with restaurants and some email addresses were dead and they shut me down temporarily. Real email tools won't be so stringent. Could have improved since that effort as that was when it first came out.

The Right Database Program for Us

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We would love to have Highrise offer different permissions for different users, rather than the one-size-fits-all model. For instance, we'd like certain team members not allowed editing privileges, or certain team members to have limited editing permissions.

Pros

It's fairly easy to use and allows custom fields that are important to us. It's user friendly for our team.

Cons

There is not a 'read only' option, so team members who try to make edits or updates can mess things up.

So far so good with Highrise!

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A similar company as mine uses Highrise and that's what turned me on to them even though I already knew another popular software quite well and have been a user of it. I liked that I stepped out of my comfort zone and tried another product, it was a wise decision.

Pros

I work for a consulting company and I'm using Highrise at a very basic level right now, as I'm starting form the ground up at a company that doesn't have a CRM system in place. It's very user friendly and keeps track of my daily tasks in an easy to understand way.

Cons

There are a few details to the product that I would change but that would be getting down to a very granular level that probably just pertains to me and my workflow. The biggest Con I see is that they are a small company and at this point do not have phone support. This perhaps will change with time. Everything has to be done via email currently. However, they are very responsive and will record videos to your specific problem and email those videos to you in their responses.

Only for very basic CRM use

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Pros

HR is fairly easy to use and I've found your customer service reps to be friendly and helpful

Cons

The functionality of HR is just not up to snuff for our business. Perhaps most important is the lack of ability to perform search queries based on search criteria/tags. This CRM definitely is only fit for very small/low budget businesses or those with little experience/need for a robust CRM.

HG Review

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Pros

its fairly easy to use
I like seeing the latest activity and tracking my team
The app works well ----

Cons

the only place to store info is in the background information - not very helpful and efficient for what we do
inability to export information and data by company - this is only by person
no sales tracking
no automated reminders set up

Highrise

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I would recommend it!

Pros

I have been using HR for 4 years, and I find it to be an asset to the company I work for. The whole team is able to follow customers and projects with ease. I would recommend HR to other companies to enhance their existing customer service programs.

Cons

No nice integration with email (outlook) – Adding contacts and tracking general communication is clumsy at best and a huge pain at worst. Many times Highrise refused forwarded emails (one of the ways to get them in the system)

Vicki from ADK Executive Search and Consulting
Specialty: Other

January 2016

January 2016

A Database Program That Has Multiple Functions

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Likes Best

Before we began using Highrise, we thought that we were going to have to hire someone to create a database for us, then hire someone to maintain it. When we discovered Highrise, this solved our issues. We are an executive search firm, and Highrise allows us to keep track of every job candidate who sends us a resume. We have their contact information at our fingertips, and we can attach their resumes and any other pertinent info to their Highrise entry. We have also found it extremely useful to use the tags. In this way, we can differentiate our candidates by the type of work that they do, and also by what positions they have applied for in the past. If we are trying to reach out to someone with a financial background, we do a Highrise search using our financial tag, and everyone who has financial experience will come up in the search. We can even narrow it down to region, city, state or zip code. We like using the notes so that any of our team members who look at a Highrise entry can see if there's anything about a particular candidate another team member found notable during a phone conversation, for example. We also really like how integrated Highrise is with LinkedIn, because we use LinkedIn quite a bit.
There are a lot of features of Highrise that are automatic that help us a lot. For instance, as long as a person's profile in Highrise has their email address, we can forward emails to a dedicated Dropbox email and Highrise will automatically pick it up and add it to that person's Highrise profile.

Likes Least

It's not very hard to overwrite an entry and you have to be careful when you are importing contacts from other software programs. It's time consuming when setting up the database to enter all of the data, however, Highrise has made it as easy as possible.

Recommendations

Create a "temporary group" that you simply play around with. This will allow you to make mistakes that won't count in the long run. Don't be afraid to experiment with your temporary group. When you are in LinkedIn, you can right click on a person’s name and click the “copy shortcut”. You can paste that into the person’s profile:

1. You must be in edit mode on the profile.

2. Paste the shortcut link into the “LinkedIn” space

3. Save.

That creates a new tab on the person’s profile.

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Kirsten from CS, Inc.

May 2018

May 2018

Excellent for the price

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Super inexpensive and not complex. if you are not someone who wants to deal with the complexity of Salesforce, Zoho or Podio, this is a great option.

Cons

The product is simple, sometimes too simple can't do the slight complex things you want to do with regards to flow, etc.

Review Source: Capterra

Shirin from ColoAdvisor

May 2018

May 2018

Excellent CRM platform for a startup that needs good collaboration and sharing.

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Was able to see what the whole team was saying and emailing a client in a simple easy to navigate interface. It allowed us to tag clients for follow ups and to know exactly what vertical they were in and how we could best help them. It's very easy to organize your client data within this application .

Pros

You quickly get an understanding of the overall situation between the firm and your client. If you have have multiple people in your organization interacting with a client for customer support you will get a very nice overall picture quickly. The layout for this and organization of data on the screen is excellent for this purpose. The history is very easy to see and it would allow an organization to work with clients without having to ask them to tell the story over and over to different departments.

Cons

While CRM is client relationship management, HighRise performs well. It's not as robust a tool for an outbound sales campaign for a sales rep. The task and calendar management functions are good but it's not as slick for planning a territory based on how you search against clients and firms. The tagging feature if creatively used can overcome this minor issue

Use this run our small company.

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Helped us organize our second biggest asset, our contacts.

Pros

The software is wonderfully simply and efficient. We tried other CRMs and hoo boy were they overwhelming to the point of absurdity. I think the CRM space is filled with products designed for companies that are size of small countries. Highrise understands reality better than most.

Cons

My only gripe is the number of "Deals" I get for my tier. It's a tiny gripe to be sure, but an extra five would be great.

If efficiency is a goal , Highrise is for you .

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Excellent in exporting spreadsheets ,emails and contacts as a whole .Very easy to use with a lot of customization options .

Cons

The app is lacking ,compared to the real program .Could do with integrating some of the more popular storage and documents software . It constantly updates , which is a minor nuisance at preset, but definitely a Pro for the future .

Review Source: Capterra

Trey from Taste It Tours

April 2018

April 2018

Very helpful CRM for small business

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Pros

The dropbox features is better than any other CRM I've used. As long as you link your email with Highrise and use your custom dropbox email address as a BCC, you can have any email you send show up in Highrise automatically (assigned to the correct party). This makes it really easy for multiple employees to interface with the same client and stay in the loop.

Cons

Highrise could do a better job of identifying duplicate contacts or merging clients with the same email domain address.

Review Source: Capterra

Gabrielle from Reason2Race

March 2018

March 2018

I use Highrise daily. Can't do my work without this valuable tracking tool.

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I don't have to remember information about contacts. It saves me time and makes me more efficient in my job. The reminders keep me on track with my daily "to-do's"

Pros

It has a place for all the data points I need. I like 1.) the layout 2.) ease of use 3.) simple data search options 4.) ease of import/export 5.) email filing integration (using dropbox email address in bcc)

Cons

The order of the emails that show in notes per person. It's a little hard to follow email timeline, so the order could be improved.

I helped implement Highrise at my new company to keep track of our customers & prospects

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I was able to track information on customers and prospects, making my business run better than ever. I could quickly search & see my entire history of communication with a particular individual or organization.

Pros

I loved that I could import from an excel file & easily manipulate large amounts of data which made it easy to get started. I didn't feel like I was starting at square 1.

Cons

The thing that was challenging was that I needed to make large updates to my data on a recurring basis. It was tricky to make the large data batch updates to my customers without losing small changes I'd made to the data since the initial import.

Review Source: Capterra

Bismark from The Machine Inside

March 2018

March 2018

The most useful CRM I know. The features available are the most widely used. Powerful & Intuitive

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I have been able to keep under control interactions with my customers regarding both sales and customer service. By using tasks, I never missed a follow up, an employee's birthday or anniversary. The software has given me a great sense of control and made it look simple.

Pros

I have been running two companies for the last ten years out of Highrise CRM. PROS: Only useful features included. I use ALL the features in highrise and feel that nothing is lacking. I can do sales, customer service out of the same database for two companies. The tags structure allows me to segment my contacts like no other system I have ever tried. The ability to now send mass emails to segments of or my entire database is extremely useful. The ability to create custom fields and then be able to search by them as well is simply amazing. Task management is very simple in Highrise, perhaps, the most intuitive I have ever seen. Deals and the search capabilities are the icing on the cake, but what truly sets this CRM apart from all its competition is how simple it is to use. You can start using it immediately. No videos to watch or learn. The system is that intuitive. I highly recommend this CRM to anyone running a small to mid size business.

Cons

From my perspective there are only two "cons" regarding Highrise. The first is the absence of a calendar, and second the inability to establish "relationships" between different objects in the database.

Review Source: Capterra

Laura from Institute for Community & Adolescent Resilience

March 2018

March 2018

I love Highrise! It feels like a trusted friend--keeping and sharing precious the information I need

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Clean and clear design is cheerful and makes it easy to find and read information. The layout makes sense to me. Sharing notes and contacts in our small business makes all of us as smart about our customers as any one of us is. The easily customized tags and filters enables me to store information the way my brain works for sorting contacts. Easy import/export is fantastic as well.

Cons

I'd like the feature of notifying someone about a posted message to be available on a forwarded message as well. Doesn't currently seem to be. Flip side of customizing tags is that different people can inadvertantly create different tag names for essentially the same thing, making it easy to miss on the list you want. The benefit far outweighs this problem in my mind, but it has been a drawback for some of my colleagues.

Review Source: Capterra

Elizabeth from Halftime Magazine

February 2018

February 2018

Highrise is a great CRM with a clean design. Great for those who Salesforce is too complicated.

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Great CRM for managing contacts and notes.

Pros

Easy search, merging contacts. The best part is the ability to forward and bcc emails and have them go into highrise connected to the contact directly.

Cons

I've run into some problems with exporting lists of emails for marketing. Would like to be able to customize the export. Also would like a way to assign a task lists in bulk. Since they don't have that feature I have been forced to use third-party software.

Review Source: Capterra

Merrill from Big Tuna

January 2018

January 2018

Easy to use CRM

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It provides me the ability to create and follow up with leads while not having to remember the customer details of each campaign as the notes system is very user friendly.

Pros

Cons

I wish it had a drip system built in for automated follow-ups. The broadcast email system is a little buggy when replying to messages that were initially send via a broadcast. Watch out as it may try to reply-all when you just want to send to one specific person.

Review Source: Capterra

Amanda from SeatEngine

January 2018

January 2018

It gets the job done.

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I think it's great for a company that has more than 10 employees and really helps with organization among your team.

Cons

Found that the system was sometimes hard to navigate. There's a bit of a learning curve when you first start using the system.

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Easy to use once set up and the fact cloud based and being continually invested in by the owners.

Pros

Flexibility to design the fields and tags so it works for you and your business.
We don't use all the functions - but that doesn't hinder the way it works.
Constant developments on the software and use is amazing.
Love the App for mobile use - so easy and accessible when out and about.
We have made suggestions and you have listened and updated.
Any queries when we were first setting up 4 years ago were dealt with immediately.

My Favorite CRM — For a Team of One

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As an entrepreneur this is my favorite CRM for new startups. It is so easy to use, and is optimized for keep track of contact information and previous communication. As a solo salesperson this is all you really need.

Cons

It doesn't support the amount of deal flow that a more robust CRM like Pipedrive or Salesforce supports. It has the ability to track deals, but doesn't organize them into reports or swim lanes like Pipedrive does.

Review Source: GetApp

December 2017

December 2017

Solid site with solid support. I had looked at SOOOO many others. This one was the best fit for me.

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I use the free version, and it has been adequate for my needs. It allows me to enter all my contacts in a spreadsheet which I find easier and then upload them. I can easily track the contacts that I've had with prospects.

I'm a sole proprietor so I don't need anything fancy like tracking proposals and the like, but I am very picky about how information is presented to me on a program, how much control I have over the details that I'd like to track, and how quickly I can access information. This program allows me all these things.

Pros

- easy of use
- flexible to customize
- VERY responsive customer support
- can import and export contacts
- frequently updated

Cons

- it takes a little getting use to, but it's the learning curve isn't bad at all

Highrise is close to perfect, with responsive and helpful customer service

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Business contact info and organization is excellent. Great customer support.

Pros

Highrise makes building your business contact list easy, with plenty of options for organizing them. Best of all is the way of filtering through tags. Sure, every site has tags, but if you really care about them as a way of creating lists and sublists and sub-sub-lists, you typically can't. Highrise's gives you a great way to view to filter through your contacts by adding/subtracting tags or word search. When I've run into problems or questions about certain features, the Highrise team is great at replying with real help. I'm not used to getting an answer so quickly from a website team without being put through the grinder of being put on hold or a beauracracy of emails, but Highrise has been stellar on that front.

Cons

Inputting your contacts is easy, with two available tabs for "person" or "company." However, you have to know which one you want to do before you start, because switching tabs/modes will erase any info you've already typed in. Would love Highrise yet more if they found a way to switch between tabs while retaining that info.

Review Source: Capterra

Keith from Mile High Farmers

December 2017

December 2017

I've used Highrise for over a year.

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Organization. Bigly. I'm sure others may find the software too basic. But I find it's simplicity to be a plus

Pros

It provides core CRM tools very well. Since that's pretty much all I'm looking for, it works great for me. It's intuitive to learn. I really appreciate the tagging feature that allows me to create groups without creating other objects within the environment.

Cons

I'm fumbled merging some contacts, so that could be a little easier. Still, pretty small potatoes.

Easy, effective & customer service is so responsive if I do have questions

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how easy it is to enter information and tag it. Pulling reports is super awesome and easy as well. Connecting my emails to the files is great!

Cons

The deals section seems to be for large deals. in our profession our deals are a little different. I wish we could customize for what we need but it's not a deal breaker. The price is so good you cannot complain about functionalities like that.

best basic CRM for sales also very useful for non-sales Customer Relationships

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keeping track of suppliers, merchants and manufacturers is trivial and I can easily store everyone's deal, offers, invoices and make negotiations without ever loosing a beat

Pros

few basic features and are easily understood and can apply to many situations. this makes highrise very generic. But this generality comes at a price, the admin must adopt the account and adjust things to their situation. in small companies this won't be a problem but for larger more complex scenarios either highrise won't fit or the situation must be adapted to the software

Cons

mobile app and mobile website vastly differ, app can't do many things such as upload attachments. app is better suited for on the road mobile access to the data and the contacts and their details.